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Feature Pack 1 for Shepherd’s Staff 2018

Jan 23, 2018 11:00:00 AM

Shepherd’s Staff

The first feature pack for Shepherd’s Staff 2018 is available! Here are some of the changes you can take advantage of when you install it.

Paper- and Postage-Saving Updates to Statements

In the past, funds that did not have any pledges would have “Pledge: (none)” listed on the printed statement. Across several funds, this can take up a lot of paper space. Now, if there is no pledge assigned to a fund, the pledge section is suppressed.

Also new: unchecking both “Group by fund” and “Itemize offerings” prints a space-saving Giving Summary by fund. This can help your church reduce the number of pages you print.

In the end, both improvements can save you money on postage.

Updated Table Reports for United Methodist Edition

United Methodist congregations shifted into the 2017–2020 quadrennium. Shepherd’s Staff updated the Table I/II/III annual report to accommodate this, allowing these congregations to accurately gather the information they need.

More Detailed Searches for Dynamic Subgroups

New search fields have been added for dynamic subgroups to make it easier to find the information you need. One notable change is for the field “Medical/Allergies”. For example, you can now find people who have any allergy listed, no allergy, or a specific allergy. You can then use Mail Merge to pull a report of all these people.

Here are the other new search fields that have been added for subgroups:

  • EOI Number
  • Skip Renumbering?
  • Send Statements By
  • Envelope Name
  • Custom Statement Name
  • Last Statement E-mail

Subgroup Name Can Be Hidden on Anniversary Reports

As a church leader or administrator, you know that people’s privacy is important and that many people don’t like to be publicly categorized. To help with sensitivity issues, you can now hide the subgroup name on an anniversary report or calendar. For example, you can use a subgroup to pull the names of people who have wedding anniversaries in February but have lost their spouse and now choose to not list these specifications at the top of the report when you share it with others.

Notable Fixes

We have fixed an issue that prevented Gifts-in-Kind reports from printing, and we have fixed an issue with the Vanco import. Also, we have fixed the bug that caused the help system to pop up while scheduling a Person Visit.

You can download and install the feature pack within Shepherd’s Staff itself. From the main menu, select “Utilities”, then “Check for software updates”. Then follow the instructions to download and install the feature pack. 

Buffy Alvarez

Written by Buffy Alvarez

Buffy Alvarez serves as Associate Marketing Manager for Concordia Publishing House. She received a Hospitality and Tourism Certificate from Hickey College in Saint Louis, MO. She is married with three daughters. Buffy loves the sunshine, whether she’s gardening or getting a chance to enjoy the beach life.

Shepherd’s Staff

At Concordia Technology Solutions, we’re committed to helping our customers easily manage their churches. Here, you’ll find information on innovative new features, the latest software updates, and upcoming training opportunities for Shepherd’s Staff.